Pinnacle Wealth Planning Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8M	Buy	168,853 +2,130	+1%	+$182K	1.41%	10
2026 Q1	$12.8M	Buy	166,723 +1,175	+0.7%	+$94K	1.32%	11
2025 Q4	$13.3M	Buy	165,548 +9,410	+6%	+$748K	1.39%	10
2025 Q3	$12.2M	Buy	156,138 +6,796	+5%	+$513K	1.43%	11
2025 Q2	$10.9M	Buy	149,342 +6,965	+5%	+$468K	1.43%	11
2025 Q1	$9.36M	Buy	142,377 +237	+0.2%	+$16.4K	1.41%	10
2024 Q4	$9.8M	Sell	142,140 -2,874	-2%	-$199K	1.47%	10
2024 Q3	$9.79M	Sell	145,014 -39,851	-22%	-$2.59M	1.33%	11
2024 Q2	$11.8M	Buy	184,865 +1,962	+1%	+$121K	1.69%	10
2024 Q1	$11.3M	Sell	182,903 -425	-0.2%	-$24.9K	1.65%	10
2023 Q4	$10.2M	Buy	183,328 +556	+0.3%	+$29.1K	1.61%	9
2023 Q3	$9.19M	Sell	182,772 -1,563	-0.8%	-$81.8K	1.51%	10
2023 Q2	$9.61M	Sell	184,335 -6,731	-4%	-$332K	1.55%	10
2023 Q1	$9.2M	Buy	191,066 +9,397	+5%	+$441K	1.53%	10
2022 Q4	$8.17M	Buy	181,669 +75,577	+71%	+$3.42M	1.45%	10
2022 Q3	$4.46M	Buy	106,092 +5,583	+6%	+$261K	0.82%	20
2022 Q2	$4.46M	Buy	100,509 +5,951	+6%	+$287K	0.8%	20
2022 Q1	$5.02M	Buy	94,558 +6,159	+7%	+$323K	0.92%	20
2021 Q4	$4.93M	Sell	88,399 -9,469	-10%	-$511K	0.96%	20
2021 Q3	$4.54M	Buy	97,868 +3,713	+4%	+$193K	1%	19
2021 Q2	$4.34M	Buy	94,155 +2,693	+3%	+$132K	1.01%	18
2021 Q1	$3.92M	Sell	91,462 -10,183	-10%	-$462K	1.01%	18
2020 Q4	$4.16M	Sell	101,645 -5,402	-5%	-$225K	0.99%	17
2020 Q3	$3.97M	Sell	107,047 -65,702	-38%	-$2.56M	1.31%	15
2020 Q2	$6.06M	Buy	172,749 +22,545	+15%	+$775K	1.97%	13
2020 Q1	$4.4M	Buy	150,204 +25,135	+20%	+$902K	2.09%	7
2019 Q4	$4.73M	Sell	125,069 -10,287	-8%	-$372K	2.22%	6
2019 Q3	$4.72M	Buy	135,356 +5,829	+5%	+$203K	2.57%	6
2019 Q2	$4.47M	Buy	129,527 +8,283	+7%	+$281K	2.7%	5
2019 Q1	$4.03M	Buy	121,244 +633	+0.5%	+$20.2K	2.7%	5
2018 Q4	$3.52M	Buy	120,611 +41,244	+52%	+$1.3M	2.25%	10
2018 Q3	$2.7M	Buy	79,367 +3,433	+5%	+$115K	2.47%	4
2018 Q2	$2.42M	Buy	75,934 +5,616	+8%	+$178K	2.35%	3
2018 Q1	$2.18M	Buy	70,318 +49,204	+233%	+$1.57M	2.24%	2
2017 Q4	$661K	Buy	+21,114	New	+$644K	1.35%	18

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPYM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.3% in Q2 2026, buying an estimated $182K and bringing the position to 168,853 shares worth $14.8M. The position accounts for 1.41% of the portfolio, ranked #10.

Pinnacle Wealth Planning Services first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. 1,724 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Pinnacle Wealth Planning Services held 168,853 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.8M as of Q2 2026.
Pinnacle Wealth Planning Services bought 2,130 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $182K.
State Street SPDR Portfolio S&P 500 ETF made up 1.41% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #10 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
1,724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.